Financial Adviser
· SYDNEY, NSW
James Ross Falconer
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003429
James Ross Falconer is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. James is currently authorised under Ri Advice Group Pty Ltd. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from FPA. James is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Self Managed Super Funds
Kaplan Professional
2011
Certified Financial Planner (CFP)
FPA
Registration History
Source: ASIC Financial Advisers Register